AFS
AVLR

Annapolis Financial Services’s Avalara, Inc. AVLR Stock Holding History

Annapolis Financial Services’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-135
Closed -$12K – 553
2022
Q3 		$12K Buy
+135
New +$12.1K ﹤0.01% 312

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Annapolis Financial Services's AVLR Position: Q4 2022 in Review

Annapolis Financial Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 135 shares — an estimated $12K sold.

Annapolis Financial Services first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Annapolis Financial Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 135 Avalara, Inc. shares in Q4 2022, an estimated $12K.
  • Annapolis Financial Services first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's Avalara, Inc. position peaked at $12K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.